Wendy's Co CFO files Form 3 ownership report

Wendy's Co filed an initial beneficial ownership report for executive Steven Cirulis, who serves as CFO & Chief Strategy Officer.

Accepted by SEC EDGAR 06/25/2026 - 05:17 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

Wendy's Co filed an initial beneficial ownership report for executive Steven Cirulis, who serves as CFO & Chief Strategy Officer. This Form 3 does not list any specific share transactions or derivative positions and functions as a baseline disclosure of his status as a company officer.

Key Terms

Form 3, beneficial ownership, CFO & Chf Strategy Ofc, derivative positions

4 terms

Form 3 regulatory

"INSIDER FILING DATA (Form 3):"

Form 3 is the initial public filing that officers, directors and large shareholders must submit to report their ownership of a company’s securities when they become insiders. It acts like an opening inventory sheet that gives investors a starting point to see who holds significant stakes and to spot later trades or potential conflicts of interest, helping assess insider confidence and transparency.

beneficial ownership financial

"initial beneficial ownership report for executive Steven Cirulis"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

CFO & Chf Strategy Ofc financial

""officer_title": "CFO & Chf Strategy Ofc""

derivative positions financial

"This Form 3 does not list any specific share transactions or derivative positions"

Derivative positions are contracts that derive their value from an underlying asset—such as a stock, bond, currency or commodity—and include instruments like options, futures and swaps. Think of them as bets or insurance tied to an asset’s future price: they let investors amplify returns, hedge risk or take exposure without owning the asset directly, which can meaningfully increase potential gains, losses and volatility in a portfolio.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the Wendy's Co (WEN) Form 3 filing for Steven Cirulis show?

The Form 3 records Steven Cirulis as an officer of Wendy's Co, serving as CFO & Chief Strategy Officer. It is an initial beneficial ownership report and does not list any share transactions or derivative holdings in the data provided.

Who is the insider named in Wendy's Co (WEN) latest Form 3?

The insider is Steven Cirulis, identified as an officer of Wendy's Co with the title CFO & Chief Strategy Officer. The filing establishes his reporting status under insider ownership rules without detailing any stock trades in this submission.

Does the Wendy's Co (WEN) Form 3 for Steven Cirulis report any stock transactions?

The Form 3 data provided shows no reported buy, sell, acquisition, or disposition transactions for Steven Cirulis. Summary counts for buys, sells, exercises, gifts, and tax withholdings are all zero, indicating only a baseline insider registration here.

What role does Steven Cirulis hold according to the Wendy's Co (WEN) Form 3?

According to the filing, Steven Cirulis is an officer of Wendy's Co with the title CFO & Chf Strategy Ofc, indicating responsibility for finance and strategy functions. This role requires reporting his beneficial ownership under SEC insider disclosure rules.

Are there any derivative positions disclosed for Steven Cirulis in this Wendy's Co (WEN) Form 3?

The derivative summary in the Form 3 data is empty, and derivative transaction counts are zero. This means no options, warrants, or other derivative securities are listed for Steven Cirulis in this particular insider ownership report excerpt.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

Cirulis Steven

(Last) (First) (Middle)

C/O THE WENDY'S COMPANY

ONE DAVE THOMAS BLVD.

(Street)

DUBLIN OHIO 43017

(City) (State) (Zip)

UNITED STATES

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
06/23/2026

3. Issuer Name and Ticker or Trading Symbol
Wendy's Co [ WEN ]

3a. Foreign Trading Symbol

5. If Amendment, Date of Original Filed (Month/Day/Year)

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	CFO & Chf Strategy Ofc

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

Remarks:

Power of attorney is included with this filing as Exhibit 24.

No securities are beneficially owned.

	/s/ Steven Cirulis	06/25/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)